Happy Computers Essentials Guide to



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Protecting A File


Protecting a file is a powerful feature, but it is vital that you write the password down (in a secret place!), so as you do not forget. If you do forget your password, you will not be able to save any changes to your spreadsheet.

Protecting A File So Others Can’t Change It!


File Menu : Save As The save As dialog box will appear

Click on Options button This dialog box will appear



Type in a password in the Password open area

Click OK

Other Options


Always Create Backup Creates a backup copy of a workbook every time you save it. The backup copy is the previous version of the workbook, renamed with a .BAK extension. Be sure the main part of the filename is unique. For example, if you have two workbooks, SALES.XLS and SALES.XLT, the backups for both are saved with the same backup name, SALES.BAK. This file will contain the backup for the last saved workbook.

Protection Password Type the password required to open the selected workbook file. You are prompted to confirm the password. You can assign passwords to workbooks saved as templates and add-in macro file formats, in addition to those saved in the Microsoft Excel file format.

Write Reservation Password Type the password required to save changes to the selected workbook under the same filename. You are prompted to confirm the password.

Read-Only Recommended Displays a message requesting that users access the file as read-only..

Using The Toolbars


Excel comes with many toolbars that you can use or customise.

Showing Or Hiding Toolbars


View Menu : Toolbars

A drop down menu appears

Select the toolbars you want the selected ones have a cross next to them

Click OK

M
Click and drag on the title bar or a blank area of the toolbar to move it.

If you drag the toolbar to the edge of the screen it will “dock” there. Click and drag a blank part of the toolbar to make it “float” again.
oving, Sizing and Hiding Toolbars



Click and drag on a border to size a floating toolbar

Click on the minus to close the toolbar (or Options : toolbars : click on the toolbar : Click on Hide)


Customising Toolbars


View Menu : Toolbars

Click on Customise The dialog box will appear

Select the Command tab

Click on a category in the Categories list on the left

Click and drag any command to any toolbar currently on screen.
To remove a tool from a toolbar

Click and drag it off the toolbar
To move a tool on a toolbar

Click and drag it to a new location

Resetting A Toolbar


View Menu : Toolbars

Click on the toolbar to reset

Spreadsheet Templates


If you find you use a similar layout for many different spreadsheet (perhaps only the figures change), then you may want to create a template to make things easier.

Creating A Template


Create a worksheet with all the essential

Items you want on it

File Menu : Save As The dialogue box will appear

Click in the Save as file type drop down list

Change the file type to Template It will show Template(*.xlt)

Type in the filename you want for the template

Click OK

Using A Template


File Menu : New The dialogue box will appear

Double-click on the template you want

Excel Spreadsheet Information In Word

Text, figures and charts can be copied from Excel in to Word either:




  • Without a link

  • Linked to the original source, so that any changes to the original data will be reflected in the copy.

Data from a worksheet can be copied and pasted in to a Word document in one of five ways:





  1. As a Microsoft Excel Worksheet Object - The copy will be modifiable using MS Excel

  2. Formatted Text (RTF) Inserted as text with font and table formatting

  3. Unformatted Text Inserted as text without any formatting

  4. Picture Inserted as a picture that can be edited in Word

  5. Bitmap Inserted as a Bitmap picture

Copying Excel Worksheet Data Into A Word Document Without a Link



Highlight the cells that contain the data to be copied

Click on Copy Button

Open or switch to the Word document

Click on paste. The data from Excel will appear in a Word table.

Copying Excel Worksheet Data Into A Word Document With a Link


Highlight the cells that contain the data to be copied

Click on Copy Button

Open or switch to the Word document

Click on Edit Menu

Click on Paste Special

Select how you want the copied data to be pasted

Click in Paste or Paste Lnk -the later means changes in the source data will reflect in the linked copy

Click OK

Copying An Excel Chart To A Word Document


An Excel Chart can be copied and pasted in to a Word Document in one of two ways:


  1. As an Excel Chart Object - Can be edited by Excel Chart

  2. As a Picture - Can be edited in Word as a picture

Both when linked will be inserted as a picture, but any changes to the original data that makes up the chart will be reflected in the pasted copy.


Click on the Chart in Excel

Click on Copy Button

Open or switch to Word document

Click on Edit Menu

Click on Paste Special

Select how you want the copied data to be pasted

Click in Paste or Paste Lnk Paste Link means that changes in the source data will reflect in the linked copy

Click OK

Editing Embedded Objects


Double click the embedded object This will open up Excel and allow you to make changes

Deleting Embedded Objects


In the Word Document click on the object

Press the Delete key

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